Donghua Software: Huawei and Tencent continue to cooperate, and server revenue is expected to exceed10 billion this year.

"Huawei, Tencent and Donghua Software are complementary. Huawei focuses on the provision of underlying hardware, and Tencent focuses on cloud computing capabilities. "

Author: Robin

Produced by: financial graffiti

According to the company's intelligence expert "Financial Graffiti", the first investor conference of Donghua Software in 2020 was held in Beijing on June+10/October 14, 65438, and the company's management interpreted the launch and prospect of the "Xiao Peng" server.

Donghua Software (002065. SZ)65438+ 10 9 jointly announced with Huawei that the "Xiao Peng" server based on Kunpeng processor went on the market and was first used in government cloud, Ningbo. Bank of Ningbo, Ningbo Industrial Internet Research Institute, Ningbo Dongtou Group, Ningbo Big Data Investment Development Co., Ltd., Ningbo Mobile and Ningbo Unicom signed an agreement with Donghua Software as the first users of Xiao Peng server.

"Xiao Peng" server is equipped with Huawei Kunpeng chip and motherboard, and Donghua Software provides software and integration technology. Now it is compatible with domestic mainstream operating systems, databases, middleware, scanners, printers and other hardware and software equipment.

Donghua Software provides B-side software products and solutions in smart cities, medical care, finance, energy and other fields. It is reported that Donghua Software's key smart city projects in 20 19 include "Digital Guangdong" provincial government service platform, with an order contribution of104.5 billion yuan; Changsha "Super Brain" was applied in Taiwan Province and cities, with an order contribution of 520 million yuan; Chengdu "Smart Greenway" smart park project, with an order contribution of 870 million yuan; Lv Wen, Yunnan, "One Machine Tour" travels around the world, and the order amount is about 654.38 billion yuan.

At the same time, in 20 19, Donghua Software fully cooperated in ICT business in the fields of finance, medical care, electric power, central enterprises and smart cities, and the amount of cooperative projects in the whole year exceeded 10 billion yuan.

Xiao Peng servers have been tested in smart cities, medical care, finance and other industries, and more than half of them have passed. In the future, Donghua Software will also be widely used in smart cities and medical fields.

Donghua Software said that the cooperation between the company and Huawei is conducive to pushing the service to the whole country. In the production of server hardware in Xiao Peng, the company will join hands with the Ningbo government to introduce a more powerful foundry through Xiao Peng fund investment, set up a production line in Ningbo, and then promote it to cover the whole province. The company has a hardware team of 3,000 people and sufficient funds. The comprehensive credit line of 5 billion yuan has already used 2 billion yuan, and the major shareholder has not pledged shares.

With the landing of servers in Xiao Peng, Donghua Software will provide servers and integrated solutions. Based on this, the company strives to achieve a revenue growth of over 10 billion and a profit of over10 billion within one year.

A few days ago, the company completed the share conversion, and Tencent changed from indirectly holding 5.04% equity of the company through Donghua Integrity to directly holding 5.04% equity of Donghua Software. The cooperation between Tencent and Huawei will complement Donghua's software business, in which Huawei focuses on the provision of underlying hardware and Tencent focuses on cloud computing capabilities.

Donghua Software pointed out that the global demand for new computing power will reach the update node in 2020/202 1 year, and it is predicted that the global server market shipment in 2022 will be150,000 units. In 20 19, the China server market shipped 3.69 million units, up 2.6 1% year-on-year, and the market size was1/5.2 billion yuan, up 54.9% year-on-year. It is estimated that by 2022, the server market shipment in China will reach 4.72 million units. Servers with higher performance, stronger computing power and greater data processing capacity can make a big difference with the support of policies.